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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
926	Farallon Capital Management San Francisco, California	$0	-$1.68M	0	–	Closed
927	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$0	-$41K	0	–	Closed
928	Fiduciary Trust Boston, Massachusetts	$0	-$91K	0	–	Closed
929	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	$0	1	0%	Maintained
930	FCB First Command Bank Fort Worth, Texas	$0	-$48K	0	–	Closed
931	FCFS First Command Financial Services Fort Worth, Texas	$0	-$48K	0	–	Closed
932	FFC First Financial Corp Terre Haute, Indiana	$0	-$6K	0	–	Closed
933	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$1.5M	0	–	Closed
934	FEM Fulcrum Equity Management Plano, Texas	$0	-$1K	0	–	Closed
935	Gabelli Funds Rye, New York	$0	-$992K	0	–	Closed
936	GH GAM Holding Zurich, Switzerland	$0	-$388K	0	–	Closed
937	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$0	-$1.88K	0	–	Closed
938	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$0	-$56K	0	–	Closed
939	GWS Glassman Wealth Services Vienna, Virginia	$0	+$412	3	0%	Increased
940	GC GMT Capital Atlanta, Georgia	$0	-$369K	0	–	Closed
941	GSWM Golden State Wealth Management Santa Ana, California	$0	-$25K	0	–	Closed
942	GAM GQ Asset Management New York City, New York	$0	-$33K	0	–	Closed
943	GAM Griffin Asset Management New York	$0	-$382K	0	–	Closed
944	GFS GYL Financial Synergies West Hartford, Connecticut	$0	-$347K	0	–	Closed
945	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$532K	0	–	Closed
946	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$0	-$152K	0	–	Closed
947	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$9.64M	0	–	Closed
948	HC Henshaw Capital Woburn, Massachusetts	$0	-$216K	0	–	Closed
949	H Hexavest Montreal, Quebec, Canada	$0	-$1K	0	–	Closed
950	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$2.96M	0	–	Closed